Long recognized as a national and New Jersey leader in her areas of practice, Shirley is a recipient of numerous awards, including the New Jersey State Bar Foundation’s highest award, the prestigious 2019 Medal of Honor.
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Shirley B. Whitenack co-chairs Schenck Price's Elder and Special Needs Law Practice Group and the Estates and Trusts Litigation Practice Group. She devotes a substantial portion of her practice to elder and special needs law, estate planning and administration, and trust and estate litigation. She is also on the State of New Jersey roster of approved mediators.
Shirley is a Past President of the National Academy of Elder Law Attorneys (NAELA), a NAELA Fellow, and a member of NAELA's Council of Advanced Practitioners (CAP), an invitation-only group of elder and special needs planning practitioners, and has served as an adjunct professor of law in the J.D. and LL.M. in Elder Law Programs at Stetson University College of Law.
Shirley is a member of the Special Needs Alliance (SNA), an invitation-only nationwide alliance of special needs planning attorneys.
Shirley publishes and lectures extensively on topics related to guardianship, elder and special needs law, estate and trust litigation and probate mediation. She is quoted in publications such as The Wall Street Journal, Market Watch, Kiplinger's Personal Financial Magazine, Money and Consumer Reports.
Shirley received the NJSBA's Legislative Service Award in 2003 for her contribution in drafting and promoting revisions to New Jersey's guardianship statutes and the NJSBA's Amicus Curiae Award in 2004. She received GANJI's Recognition Award in 2003 for her contribution in advocating for the civil rights of incapacitated individuals.
She received NJICLE's Distinguished Service Award in 2007 and the Distinguished Service Award from the NJSBA's Elder & Section in 2009. Shirley received the Community Health Law Project's Ann Klein Advocate Award in 2011 for improving the lives of people with disabilities and was recognized in 2011 by the Senate and General Assembly of the State of New Jersey in a Joint Resolution for service to those with special needs. In 2012, she was honored by the NJSBA for her long service as a trustee of the New Jersey Institute for Continuing Legal Education and received the NJSBA's Distinguished Legislative Service Award for her contribution to New Jersey's enactment of the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act. Shirley received the Morris County Bar Association's Civil Practice Award in 2015 and is the recipient of the 2017 Alfred C. Clapp Award for Excellence in Legal Education by the New Jersey Institute for Continuing Legal Education. In 2019, she was selected by the New Jersey Bar Foundation as a recipient of the prestigious Medal of Honor.
She is AV rated by Martindale-Hubbell and has been included on the New Jersey's Top 100 Super Lawyers list, New Jersey's Top 50 Women Super Lawyers list and the Elder Law Super Lawyer list,* published by Thomson Reuters. She also has been selected by her peers for inclusion in The Best Lawyers in America ©* list for Trusts and Estates.
*Results may vary depending on your particular facts and legal circumstances.
*No aspect of this advertisement has been approved by the New Jersey Supreme Court. Click here for awards information and methodology.- November 14, 2024American College of Financial Services' 2nd Annual Advanced Special Needs Planning Symposium
- October 17, 20242024 National Conference on Special Needs Planning and Special Needs Trusts
- May 15, 2024"What To Do When Your Child is Too Old for Child Support?"
- February 5, 2024Shirley Berger Whitenack Presented at NJICLE's Understanding Special Needs Trusts Webinar
- December 18, 2023Gary Mazart, Shirley B. Whitenack, and Lauren I. Mechaly Presented at NJICLE's 2023 Elder and Disability Law Symposium
- December 6, 2023Shirley B. Whitenack Presented at NJICLE's 90th Semi-Annual Tax and Estate Planning Forum
- November 15, 2023Shirley B. Whitenack Presented "The Pros and Cons of Special Needs Trusts that Own Real Property"
- October 18, 2023Shirley Berger Whitenack Presented at Stetson Law School's 2023 National Conference on Special Needs Planning and Special Needs Trusts
- June 15, 2023Shirley Berger Whitenack Presented at the Advanced Special Needs Planning Symposium
- May 5, 2023Shirley B. Whitenack Moderates the Past Presidents Case Update Session at Annual NAELA Conference
- April 21, 2023Shirley B. Whitenack Speaks at Stetson Law's "2023 Fundamentals of Special Needs Trusts Administration" Webinar
- February 9, 2023Shirley B. Whitenack Presents at NJICLE's "Understanding Special Needs Trusts" Webinar
- January 19, 2023Shirley B. Whitenack Presents "Modifying Irrevocable Trusts"
- December 8, 2022Gary Mazart, Shirley Whitenack, and Jordan Wassel Present at the 24th Annual Elder and Disability Law Symposium
- Jun 8, 2022Whitenack Presents at Tax and Estate Planning Forum
- May 14, 2022Whitenack Appears as Panelist at the National Academy of Elder Law Attorneys Past Presidents' 2022 Case Law Update
- May 12, 2022Whitenack Speaks on Fiduciary Representation
- Apr 20, 2022Whitenack Speaks on "The Ethics of Suicide"
- Apr 7, 2022Whitenack Presents "When Fiduciaries Go Wrong"
- Feb 28, 2022Whitenack Presents "Understanding Special Needs Trusts for NJICLE"
- May 20, 2021Guardians, Guardians Ad Litem, Law Guardians and Parenting Coordinators
- May 12, 2021A View of the Process for Incapacity and Guardianship Cases During the Pandemic
- Apr 30, 2021Lessons Learned from the Pandemic
- Apr 27, 2021Planning for Long Term Care
- Apr 21, 2021Identifying and Responding to Undue Influence Over Beneficiaries of SNTs
- Mar 26, 2021National Academy of Elder Law Attorneys (NAELA)
- Feb 19, 2021How to Reduce Fiduciary Litigation Risks
- Feb 16, 2021What's a Lawyer to Do When a Client or Interested Party Has Diminished Capacity?
- Dec 10, 2020Non-Grantor Trusts in Elder Law Planning
- Dec 9, 2020Ethics for Elder and Special Needs Law Attorneys
- Dec 1, 202022nd Annual Elder & Disability Law Symposium
- Nov 17, 2020Estate Planning for Your Family
- Oct 15, 2020The SNT Trustee as a "Super" Fiduciary
- Oct 5, 2020Terminating Special Needs Trusts
- Sep 17, 2020Undue Influence - Identifying and Remedying Potential Abuse
- Aug 20, 2020Protecting Clients and Their Loved Ones Against Undue Influence
- Jul 30, 2020Ethics for Elder Law Attorneys
- Jun 30, 2020COVID-19 and Managing Guardianship Cases
- May 2, 2020Shirley B. Whitenack Presented "How to Repair Broken and Outdated Irrevocable Trusts"
- May 1, 2020 Shirley B. Whitenack Presented at Case Law Update Program at the NAELA 2020 Conference
- April 30, 2020Shirley B. Whitenack Presented "Reading First- and Third-Party Trusts and Spotting Deficiencies"
- April 23, 2020Shirley B. Whitenack Presented "Ethics for Elder Law Attorneys"
- April 22, 2020 Shirley B. Whitenack served as a facilitator on the topic of "Complicated Guardianship Issues You Likely Have Never Encountered"
- Mar 19,2020Patient and Client Safety in a COVID 19 World: Legal and Practical Demands on Elder Care Facilities and Lawyers
- Jan 27, 2020Attorney Fee Awards
- Nov 13, 2019National Academy of Elder Law's (NAELA) Advanced Elder Law Review
- Nov 8, 2019New Jersey State Bar Association's Mid-Year Meeting
- Oct 18, 20192019 National Conference on Special Needs Planning and Special Needs Trusts
- Sep 16, 2019Whitenack Receives New Jersey State Bar Foundation's Medal of Honor
- Sep 16, 2019Whitenack Receives New Jersey State Bar Foundation's Medal of Honor
- Jun 19, 2019Autism Across the Life Span: From Diagnosis to Adult Services
- Jun 10, 2019Documenting Long-Term Care, Incapacity & End-of-Life Decisions
- May 22, 2019Special Needs Trusts Seminar
- May 9, 2019NAELA Annual Conference
- Apr 30, 2019Structuring Special Needs Trusts for the Elderly and Disabled to Protect Public Benefits
- Mar 24, 2019NJICLE's Planning & Litigation on Behalf of Elderly and Special Needs Clients
- Dec 18, 2018Special Needs Trusts and ABLE Accounts
- Dec 12, 2018Legal Ethics in Elder and Disability Law
- Nov 9, 2018The Medical Side of Elder Law
- Oct 22, 201820th Annual Elder and Disability Law Symposium
- Oct 17, 2018Handling Questionable Distribution Requests and Directed Trusts in the Context of SNTs
- Aug 10, 2018Planning for the Future Now: Advanced Issues in Elder and Special Needs Law
- May 18, 2018Tech Policies for Employees
- Apr 27, 2018Budgeting for Disasters
- Apr 24, 2018Drafting Considerations and Pitfalls to Avoid
- Mar 29, 2018Essentials of Later-Life Legal Planning
- Mar 26, 2018Aging in America Conference
- Mar 22, 2018MassMutual SpecialCare Symposium
- Feb 27, 2018Ethics in Elder Law & Trusts and Estates
- Dec 14, 2017Special Needs Trusts
- Dec 5, 2017Fiduciary Pitfalls of Managing SNT's That Own Real Estate
- Nov 16, 20172017 NAELA Summit
- Nov 9, 2017New Jersey Institute for Continuing Legal Education's (NJICLE) 2017 Elder and Disability Law Symposium
- Oct 23, 2017New Jersey State Bar Association's Elder and Disability Law Section Roundtable
- Oct 18, 2017Stetson University School of Law's 2017 National Conference on Special Needs Planning and Special Needs Trusts' Pooled Trusts Intensive Pre-Conference
- Jun 13, 2017Guardianship and Special Needs Trusts
- Jun 7, 2017ABLE Act
- Jun 1, 2017ADB Medicaid
- May 17, 2017New Jersey State Bar Association's 2017 Annual Meeting and Convention
- Apr 27, 2017National Academy of Elder Law Attorneys' Annual Conference
- Apr 26, 2017National Academy of Elder Law Attorneys' Advanced Elder Law Review
- Apr 18, 2017Structuring Special Needs Trusts for the Elderly and Disabled to Protect Public Benefits
- Mar 15, 2017Special Needs Trusts and the ABLE Act
- Mar 2, 2017Navigating the Transition from Education to Adulthood
- Feb 23, 2017Dementia and Its Impact on Clients, Attorneys, and Judges
- Dec 14, 20162016 Elder Law College
- Dec 12, 2016Protecting Assets While Qualifying for Medicaid
- Dec 1, 2016Navigating the Transition from Education to Adulthood
- Dec 1, 2016Advanced Special Needs Trust Seminar
- Oct 27, 2016Uniform Trust Code and Special Needs Trust
- Sep 26, 2016Elder Law Basics
- Aug 16, 2016The Impact of New Jersey's New Uniform Trust Code on Special Needs Trusts
- Jul 27, 2016Protecting the Grantor's Eligibility for Medicaid and SSI Benefits by Funding a Trust for Another Disabled Person
- Jun 1, 2016NJICLE's Elder Law Basics
- Apr 29, 20162016 Fundamentals of Special Needs Trusts Administration
- Apr 9, 2016Case Law Update
- Feb 25, 2016Mediation of Civil, Probate and General Equity Matters
- Feb 23, 2016Our House Hope Autism Solutions Program
- Dec 14, 2015NJICLE'S Elder Law College
- Oct 15, 20152015 Annual Special Needs Trust Conference
- Oct 8, 2015Justice Marie L. Garibaldi Inns of Court for Alternative Dispute Resolution
- Sep 29, 20158th Annual Elder and Disability Law Symposium
- Sep 17, 2015Professionals Day Conference
- Jul 28, 2015Metlife 2015 Financial Planning and Special Needs Planning Symposium
- May 13, 2015The Ultimate Plan
- Feb 18, 2015Mechanics of Special Needs Trusts
- Jan 30, 2015Clearing the Air: Using ADR Techniques to Resolve Family Disagreements without Court/Formal Mediation
- Jan 14, 2015Morris County Bar Association Civil Practice Award
- Dec 18, 2014New Jersey Institute for Continuing Legal Education's Elder Law College Presentation on Probate Mediation
- Dec 12, 2014National Business Institute's Protecting Assets While Qualifying for Medicaid
- Nov 14, 2014Digital Assets
- Oct 25, 2014Shirley B. Whitenack lead NAELA delegation
- Oct 17, 2014Stetson University College of Law's 2014 Special Needs Trusts – The National Conference
- Sep 24, 2014Fixing Broken Trusts
- Jul 28, 2014Metlife's Annual Special Needs Symposium
- Aug 16, 2014How to Handle Being the Subject of a Deposition
- Jun 5, 2014Metlife Special Needs Planners
- Mar 25, 2014Trust Modification, Reformation and Decanting
- Mar 21, 2014Office Policies and Procedures to Increase Productivity
- Mar 20, 2014Digital Assets - old
- Dec 11, 2013Granny-Snatching, the New NJS 3B:12B-1, and the End of the Concepts of "Domicile" and "Residency"
- Nov 19, 2013Interstate Aspects of Guardianship
- Nov 6, 2013Fiduciary Representation Traps
- Sep 30, 2013Ethics: Fiduciary Representation
- Sep 18, 2013Interstate Guardianship
- Sep 18, 2013Ethical Considerations
- Jul 24, 2013Affordable Care Act
- Apr 11, 2013Senior Real Estate Specialist Designation
- Mar 21, 2013Protecting Assets While Qualifying for Medicaid
- Feb 22, 2013Forensic Interest Group of the New Jersey Psychological Association
- Dec 19, 2012New Jersey Institute for Continuing Legal Education's 68th Semi Annual Tax & Estate Planning Forum
- Dec 17, 2012New Jersey Institute for Continuing Legal Education's Introduction to NJ Introduction to Basic Estate Administration
- Dec 12, 2012Interstate Guardianship: Understanding NJ's NEW Adult Guardianship and Protective Proceedings Jurisdiction Act
- Dec 10, 2012New Jersey Institute for Continuing Legal Education's 2012 Elder Law College
- Nov 29, 2012New Jersey Elder Law 2012
- Oct 17, 20122012 Special Needs Trusts: The National Conference presented by Stetson University College of Law Center for Excellence in Elder Law
- Oct 3, 2012Elder and Disability Law Symposium
- Jul 25, 2012Probate Litigation
- November 11, 2024New SSI Rules May Increase Monthly Payments for Certain Recipients
- Oct 27, 2020IRS Issues Final Regulations Regarding Hierarchy Over Creation and Signatories of ABLE Accounts
- Jun 18, 2018New Jersey Introduces NJ ABLE Program
- May 4, 2018New Law Strengthens Protections for Adults with Developmental Disabilities in New Jersey
- Feb 5, 2018New FINRA Rules Address Financial Exploitation of Seniors
- Jan 15, 2018ABLE Act Changes in 2018
- Jan 6, 2015The ABLE Act: Another Arrow in the Quiver for Certain Individuals with Disabilities
- September 10, 20242024 Elder and Disability Law Symposium
- August 15, 2024Seventeen Schenck Price Attorneys Named to The Best Lawyers in America® and Best Lawyers: Ones to Watch
- March 25, 2024Twenty-Seven Schenck Price Attorneys Named to 2024 Super Lawyers and Rising Stars
- February 28, 2024Shirley B. Whitenack and Meredith L. Grocott Win Appeal Regarding Termination of Special Needs Trust
- January 18, 2024Shirley Berger Whitenack Receives New Jersey State Bar Association's Distinguished Legislative Service Award
- August 17, 2023Nineteen Schenck Price Attorneys Named to The Best Lawyers in America® and Best Lawyers: Ones to Watch
- May 11, 20232023 Edition of New Jersey Super Lawyers and Rising Stars Lists Include 30 Schenck Price Attorneys
- March 28, 2023Schenck Price Attends 15th WILL Platinum Gala Hosted by the NJWLA
- December 16, 2022Shirley B. Whitenack Shares Her Insights on Mediation in Interview
- Oct 26, 2022NJBIZ Names Shirley Berger Whitenack to Its "Best 50 Women in Business"
- Aug 18, 202110 Schenck Price Attorneys Named to Best Lawyers List; 4 to the List of "Ones to Watch"
- April 12, 2022Whitenack Named Fellow of the American Bar Foundation
- Mar 17, 20222022 Edition of New Jersey Super Lawyers Includes 34 Schenck Price Attorneys
- Aug 25, 2021"Prevent a Health Crisis from Becoming a Financial Catastrophe"
- Aug 19, 20219 Schenck Price Attorneys Named to Best Lawyers List; 5 to the List of "Ones to Watch"
- Jun 14, 2021Judiciary Working Group on Elder Justice
- March 23, 20212021 Edition of New Jersey Super Lawyers Includes 32 Schenck Price Attorneys
- Aug 20, 2020The Best Lawyers in America 2021
- Jun 30, 2020Schenck Price Obtains Appellate Victory Affirming Dismissal of Will Contest With Prejudice on Hearing Date of Order to Show Cause
- Mar 13, 20202020 Edition of New Jersey Super Lawyers
- Sep 25, 2019Hundreds Gather to Celebrate NJSBF Medal of Honor Award Recipients
- Sep 17, 2019New Jersey State Bar Foundation's Medal of Honor
- Sep 16, 2019Whitenack Receives New Jersey State Bar Foundation's Medal of Honor
- Aug 16, 2019Four Schenck Price Attorneys Selected for Inclusion in The Best Lawyers in America
- Oct 22, 2018NJICLE 20th Annual Elder & Disability Law Symposium
- Aug 31, 2018Three SPSK Attorneys Selected for Inclusion in The Best Lawyers in America
- May 29, 2018New Jersey Supreme Court
- May 18, 2018NAELA Award
- Apr 2, 2018World Autism Awareness Day
- Feb 19, 2018Will Our Kids Owe the Inheritance Tax?
- Feb 2, 2018New Ways to Prevent Elder Financial Abuse
- Dec 18, 2017What Assets Count for Medicaid?
- Dec 4, 2017Shirley B. Whitenack receives Alfred C. Clapp Award
- Nov 15, 2017Does Wife Owe Dead Husband's Debt?
- Oct 26, 2017Home Care: How to Give Your Parents the Help They Need
- Oct 9, 2017Gift Tax Consequences for You and Your Heirs
- Sep 28, 2017Who Gets Your Digital Stuff When You Die?
- Sep 19, 2017Is Life Insurance Part of My Estate?
- Sep 5, 2017Is it Better to Inherit Stocks or IRA?
- Sep 1, 2017Putting the Assisted Living Facility Contract Under a Microscope
- Aug 15, 2017Three SPSK Attorneys Selected for Inclusion in The Best Lawyers in America®
- Aug 3, 2017I'm Suspicious of My Dad's Advisor
- Jul 6, 2017Figuring Cost Basis for an Inherited Home
- Jun 6, 2017Inheriting Money from Out-of-State Relative
- May 25, 2017Do I Really Need a Will or a Trust?
- May 15, 2017Gifting Money from Your Deathbed
- May 9, 2017Long-Term Planning for a Special Needs Child
- Apr 17, 2017Bamboozled: Should Insurance Company Cancel 90-year-old's Policy? You Decide.
- Apr 11, 2017How the Estate Tax Exemption Works
- Jan 18, 2017Could the Inheritance Tax be Eliminated?
- Dec 27, 2016Is NJ's Estate Tax Gone for Good?
- Dec 7, 2016SPSK Attorney Quoted in MarketWatch
- Nov 15, 2016Two SPSK Attorneys Selected For Inclusion in 2016 Top Women in Law Listing
- Nov 10, 2016New Rule Would Ban Required Arbitration in Nursing Home Disputes
- Oct 27, 2016Help For a Disinherited Loved One
- Oct 14, 2016What Seniors Should Know About Joint Accounts
- Aug 26, 2016Dealing with Dementia and Filing for Social Security
- Aug 26, 20163 SPSK Attorneys Selected for Inclusion in The Best Lawyers in America®
- Aug 23, 2016Shirley B. Whitenack Presents Naela President's Award
- Jul 5, 2016Does an Executor need to be in NJ?
- Jul 1, 2016Special Accounts for the Disabled
- May 4, 2016Schenck, Price, Smith & King's Women's Initiative Networking Reception
- May 1, 2016The Second-Marriage Dilemma/New Spouse Inheritance
- Apr 28, 2016Schenck Price Smith & King Attorney Appears on NJTV News
- Mar 16, 2016SPSK Attorney Elected At-Large Trustee
- Feb 10, 2016Special Needs and the Affordable Care Act
- Jan 13, 2016What Steps to Take When You Lose a Will
- Dec 2, 2015Coping with Aging's Costliest Challenge
- Sep 10, 2015How to Get a Social Security Lump Sum Benefit
- May 29, 2015Steps to Take When Disputing a Denied Health Insurance Claim
- May 19, 2015Shirley B. Whitenack Named President of 2015-2016 NAELA Board of Directors
- May 19, 2015SPSK Attorney Receives Award
- Mar 15, 2015A Tool in the Elder Law Toolbox
- Mar 10, 2015Long-term planning for a disabled child
- Feb 27, 2015What to do when a family tragedy causes financial turmoil
- Feb 2, 2015How to get Dad's permission to help with his finances and the needed legal documents.
- Feb 2, 2015Secret hourly rate charge for caring for Mom.
- Jan 13, 2015Squabble Between Sisters Brewing Over Sale of Inherited Home
- Dec 11, 2014NAELA
- Oct 30, 2014Stopping your Spendthrift Kid from Wasting his Inheritance
- Aug 7, 2014How Long To Keep Medicaid, Tax Documents, For Someone Who Has Died
- Jun 30, 2014Estate Attorney
- Jul 20, 201410 Things Retirement Communities Won't Tell You
- Jul 10, 2014How A Parent's Health-Care Bills Could Hurt You
- Jun 9, 2014Could NJ's Estate Tax be on the Way Out? Keep dreamin'
- May 5, 2014Your Money: Tax Relief for "incapacitated" person
- Apr 1, 2014Your Money: Family squabble about deducting taxes on inherited home
- Feb 19, 2014Shirley B. Whitenack was quoted in the Star Ledger's Biz Brain column
- Feb 4, 2014New Jersey Inheritance Tax
- Dec 31, 2013The Affordable Care Act and Its Impact on Individuals with Special Needs
- Dec 30, 2013Lowering Tax Liability on Inheritance of IRA, Other Assets, Upon Owner's Death
- Dec 8, 2013Perils of Helping Mom
- Nov 22, 2013The Family Money Talk You Must Have
- Nov 14, 2013Tips on the Affordable Care Act
- Nov 12, 2013Don't Drop Your Long Term Care Insurance So Fast
- Oct 21, 2013Estate Planning Strategies and Long-Term Care
- Oct 7, 2013The Benefits of a Living Trust
- Jul 22, 2013Estate Taxes, Roth IRAs and Beneficiaries...etc.
- Jul 14, 2013Two SPSK Partners Recognized
- Jun 16, 2013Tax Deductions for an Inherited Rental Home
- June 2013Put a Plan in Place to Ensure Pets' Care
- May 19, 2013Star Ledger's Biz Brain
- Apr 26, 2013How Will The Affordable Care Act Affect SNTs?
- Apr 7, 2013Star Ledger's Biz Brain
- Feb 18, 2013Star-Ledger's Biz Brain
- Dec 17, 2012Kiplinger's Personal Finance Magazine
- Dec 12, 2012Interstate Guardianship: Understanding NJ's NEW Adult Guardianship and Protective Procedings Jurisdiction Act
- Nov 28, 2012Meredith L. Grocott and Shirley B. Whitenack to receive Legislative Service Award
- Feb 23, 2012New Jersey Geriatric Care Managers Association
- Jan 17, 2012Dialogues with Dan
- Jan 4, 2012Star Ledger Biz Brain Question
- Dec 1, 20115 Tips for Preparing a Will
- Nov 18, 2011HEALTH-ED's New Jersey Elderlaw 2011
- Nov 13, 2011Star Ledger's Biz Brain
- Nov 9, 2011Fiduciary Representation
- Nov 5, 2011Road to Personal Wealth Conference
- Oct 16, 2011Star Ledger's Biz Brain
- Sep 21, 2011Special Needs Trusts
- Sep 15, 2011Ethical Considerations and the Client with Diminished Capacity
- September 11, 2011Star Ledger Biz Brain
- Aug 29, 2011Star Ledger Biz Brain
- August 17, 2011Prudential Special Needs Solutions
- August 1, 2011Star Ledger Biz Brain
- Jun 14, 2011Guardianship of New Jersey
- Jul 10, 2011Star Ledger Biz Brain
- Jul 10, 2011Star Ledger Biz Brain
- Jun 5, 2011Star Ledger Biz Brain
- May 21, 2011National Academy of Elder Law
- May 16, 2011Star Ledger Biz Brain
- April 29, 2011He Ain't Heavy He's My Brother
- Apr 11, 2011National Academy of Elder Law Attorneys
- Apr 11, 2011Star Ledger Biz Brain
- Apr 1, 2011Special Needs Trust Administration
- Mar 30, 2011Star Ledger Biz Brain
- Mar 28, 2011NAELA
- Mar 12, 2011Special Needs Alliance
- Mar 1, 2011Mechanics of Special Needs Trusts
- Feb 9, 2011Star Ledger Biz Brain
- Jan 9, 2011Star Ledger Biz Brain
- Dec 13, 2010Star Ledger Biz Brain
- Dec 8, 2010Semi-Annual Tax & Estate Planning Forum
- Dec 1, 2010PESI's New Jersey Elder and Disability Law Update
- Nov 22, 2010Slicing the Pie - Income Tax Application to Litigation Awards and Settlements
- Nov 20, 2010NJICLE's Sophisticated Elder Law Program
- Nov 19, 2010Advocacy for Clients - NJ Office of Public Guardian
- Nov 18, 2010Legal, Financial Medicaid Today
- Nov 13, 2010Judicial Perspectives on the Doctrine of Undue Influence
- Nov 5, 2010Beyond SNTs
- Oct 15, 2010Legislative Updates Relevant to Elder Law Practice
- Sep 29, 2010Beyond SNTs: Practice Development through Special Needs Settlement Planning
- Sep 19, 2010Star Ledger Biz Brain
- Sep 17, 2010Star Ledger Biz Brain
- Aug 25, 2010Star Ledger Biz Brain
- August 2010Special Needs Settlement/The Powerful Power of Attorney
- Jul 13, 2010Beyond SNTs
- Jul 12, 2010Star Ledger Biz Brain
- Jun 23, 2010Star Ledger Biz Brain
- May 13, 2010Federal Litigation and Medicaid
- May 5, 2010Special Needs Children
- Jan 14, 2010Asset Protection for the Middle Class
- Nov 19, 2009NJ Elderlaw
- Nov 9, 2009NJICLE's Atlantic Elder & Special Needs Law Forum
- Nov 8, 2009Fair Hearings & Appeals and Contested Guardianships
- Oct 31, 2009NJICLE's Guardianship Practice 101
- Oct 20, 2009Goals of the Judiciary in Guardianships
- Oct 15, 2009Special Needs Trusts National Conference
- Oct 1, 2009PLAN/NJs 20th Anniversary Celebration
- Aug 4, 2009Special Needs Trusts
- Jul 15, 2009Personal Care Contracts
- Jul 23, 2009Income Only Trusts
- Apr 23, 2009Distinguished Service Award
- Mar 25, 2009MetDesk® Presentation - Special Needs Trusts
- Mar 5, 2009The Use of Annuities in Medicaid Planning
- Jul 18, 2007Reforming and Modifying Trusts
- Jul 15, 2007Annuity Policy: Consumer Protection Issues and Public Policy Recommendations
- Jun 4, 2007NAELA Award 2007
- Jun 4, 2007NJ Institute for Continuing Legal Education
- Mar 21, 2007Special Needs and Supplemental Benefits Trusts: A Primer
- Feb 1, 2007Professional Education Systems, Inc.
- Jan 25, 2007Special Needs Trusts
- Jan 24, 2007Parenting Your Child with Special Needs
- Nov 4, 2006Deadman's Statutes
- Nov 4, 2006Elder Law Ethics
- Oct 25, 2006Sophisticated Elder Law Concepts XII
- Oct 23, 2006Granny Snatching - Interstate and International Adult Guardianship Disputes
- Oct 19, 2006New Jersey Elder Law
- Oct 16, 2006Due Process in the Probate Courts
- Sep 27, 2006Estate Planning
- Sep 13, 2006Medicaid Planning Under the Deficit Reduction Act of 2005
- Sep 12, 2006Guardianship and Conservatorship
- Jun 7, 2006New Revised Guardianship Statutes
- Jun 1, 2006Advocacy/Litigation Special Interest Group
- Apr 23, 2006Mock Trial Presentation
- Apr 6, 2006Elder and Disability Law Retreat
- Mar 22, 2006Basic Guardianship Seminar
- Mar 2, 2006New Jersey Elder and Disability Law: Special Needs Trusts and Other Planning Considerations
- Feb 16, 2006Planning After Medicaid Reform
- Feb 3, 2006Observer to the National Conference of Commissioners on Uniform State Laws Drafting Committee on Uniform Guardianship Interstate Jurisdiction and Enforcement Act
- Jan 29, 2006The Diagnosis of Dementia
- Jan 24, 2006Estate Planning for Special Kids
- Feb 10, 2015Who Will Inherit Whitney Houston's Estate if Bobbi Kristina dies?
- Jun 7, 2016Stop the Scam
- December 12, 2022Lauren Mechaly, Shirley B. Whitenack, Regina Spielberg, and Jordan Wassel Contribute to the Elder Law Edition of New Jersey Lawyer
- May 16, 2022Crowdfunding for Individuals with Special Needs
- Aug 27, 2021Planning for Your Special Needs Child's Future
- Oct 14, 2020Guardianships During COVID-19
- Aug 5, 2019Directed Trusts: A Primer on the Bifurcation of Trust Powers, Duties, and Liabilities in Special Needs Planning
- Jul 29, 2019Shirley Berger Whitenack, 2019 Medal of Honor Winner Who Found Meaning in Helping People
- Jul 11, 2019Designating a Special Needs Trust as a Beneficiary of a Traditional IRA
- Feb 2, 20193 Critical Ways to Prevent Elder Financial Abuse
- Nov 4, 2018The Dreaded New Jersey Inheritance Tax
- Jul 20, 2018Single without kids? Who should be your heir?
- Jun 5, 2018What happens if executor doesn't pay off dead person's debt?
- Jun 22, 2018Who would get this life insurance payout?
- Apr 25, 2018Do I have to leave any money to my spouse? Or can I give it all away?
- Apr 16, 2018Who should be executor of your will?
- Apr 7, 2017The Fiduciary Pitfalls of Managing Special Needs Trusts That Own Real Estate
- May 24, 2014SPSK Partner Recognized in Wall Street Journal
- Sep 9, 2013ACA's Impact on the Elderly and Individuals With Special Needs
- Dec 10, 2012N.J. Enacts Law to Prevent "Granny Snatching"
- Mar 19, 2012Myths and Facts About the Medicaid Applicant's House
- Feb 21, 2012Guardianships and Developmental Disabilities entitled Surrogate Decision Making for People With Developmental Disabilities
- Dec 1, 2010Providing for a Loved One Through Special Needs Trusts
- Aug 1, 2010Special Needs Settlement Planning
- Jan 15, 2008The Revival of the Income-Only Trust in Medicaid Planning
- Oct 29, 2007Contested Guardianships
- May 2, 2016Madam President!
- Apr 23, 2016Is Getting Paid to Care for Our Parents Ever OK?
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- Recipient, New Jersey State Bar Association's Distinguished Legislative Service Award
- Named to NJBIZ 2022 Best 50 Women in Business
- Selected by peers to become a Fellow of the American Bar Foundation
- Recipient, Medal of Honor, New Jersey State Bar Foundation, 2019
- Selected to the 2023 New Jersey's Top 50 Women Super Lawyers® list, published by Thomson Reuters
- Selected to Morris County's Top Lawyers list (2018-2024)
- Selected to the 2005-2024 New Jersey Super Lawyers® list, published by Thomson Reuters
- Recipient, 2018 NAELA John J. Regan Writing Award, May 2018
- Recipient, 2017 Alfred C. Clapp Award for Excellence in Legal Education by the New Jersey Institute for Continuing Legal Education
- Named to New Jersey Law Journal’s 2016 Top Women in Law List*
- Listed among The Best Lawyers in America® in the field of Trusts and Estates (2016-2025)*
- Recipient, Morris County Civil Practice Award 2015
- Recipient, New Jersey State Bar Association (NJSBA), Distinguished Legislative Service Award, December 2012
- Recipient, Community Health Law Project, Ann Klein Advocate Award (2011)
- Recognized by Senate and General Assembly of the State of New Jersey in a Joint Resolution for service to those with special needs (October 2011)
- Included in New Jersey's Top 100 Super Lawyers* list, published by Thomson Reuters
- Recognized by NJBIZ (a New Jersey weekly business journal) as a top elder law attorney
- Featured Member, National Academy of Elder Law Attorneys (NAELA), NAELA News magazine, Vol. 21, Issue 5, 2009
- Recipient, Distinguished Service Award, NJSBA, Elder & Disability Law Section, 2008
- Fellow, NAELA, 2007
- Recipient, Distinguished Service Award, New Jersey Institute for Continuing Legal Education (NJICLE) 2007
- Recipient, NJSBA, Amicus Curiae Award, 2004
- Recognition Award, Guardianship Association of New Jersey, Inc., (GANJI), 2003
- Recipient, NJSBA, Legislative Service Award, September 2003
- AV® rated, the highest rating conferred by Martindale-Hubbell® for legal ability and professional ethics, based upon a peer review of the Bar and the Judiciary*
- Invited to join the national Special Needs Alliance
- Invited to join the national NAELA Council of Advanced Practitioners (CAP), a group of experienced elder law and special needs planning attorneys
- Included on roster of court-appointed mediators for Superior Court of New Jersey
- Frequently serves as court-appointed attorney and guardian ad litem in guardianship and probate matters
- Notes and Comments editor while in law school
Shirley Berger WhitenackRated by Super Lawyers
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- Author, "New SSI Rules May Increase Monthly Payments for Certain Recipients," November 11, 2024
- Presenter, "Home and Vehicle Ownership by a Special Needs Trust: What Can Go Wrong?", American College of Financial Services' 2nd Annual Advanced Special Needs Planning Symposium, November 19, 2024
- Panelist, "How-To's of Integrated Special Needs Legal and Financial Planning," Stetson University College of Law 2024 National Conference on Special Needs Planning and Special Needs Trusts, October 17, 2014
- Presenter, "Ethics: Representing Clients with Diminished Capacity," 2024 Elder and Disability Law Symposium, September 10, 2024
- Panelist, "What to do When your Child is Too Old for Child Support?", NJSBA Annual Meeting and Convention, May 15, 2024
- Together we PLAN Podcast, February 28, 2024
- Presenter, "What's a lawyer to do when a client or interested party has diminished capacity?" NJICLE's Understanding Special Needs Trusts webinar, February 5, 2024
- Presenter, "Ethical Considerations Representing Clients with Diminished Capacity," NJICLE's 2023 Elder and Disability Law Symposium, December 18, 2023
- Keynote Speaker, "Protecting Elderly Clients from Undue Influence," NJICLE's 90th Semi-Annual Tax and Estate Planning Forum, December 6, 2023
- Presenter, "The Pros and Cons of Special Needs Trusts That Own Real Property," MassMutual Special Care Planners Monthly Meeting, November 15, 2023
- Presenter, "Estate Planning for Families Who Have Loved Ones with Special Needs," Stetson Law School 2023 National Conference on Special Needs Planning & Special Needs Trusts, October 19, 2023
- Presenter, "Home and Vehicle Ownership by a Trust," Stetson Law School 2023 National Conference on Special Needs Planning & Special Needs Trusts, October 18, 2023
- Presenter, "Protecting the Elder's Eligibility for Medicaid Using Special Needs Trusts," Advanced Special Needs Planning Symposium, June 15, 2023
- Moderator, "Past Presidents Case Update," National Academy of Elder Law Attorneys (NAELA) Annual Conference, May 5, 2023
- Presenter, "2023 Fundamentals of Special Needs Trusts Administration," Stetson Law, April 21, 2023
- Presenter, "Understanding Special Needs Trusts," webcast, NJICLE, February 9, 2023
- Presenter, "Modifying Irrevocable Trusts," New Jersey Chapter of National Academy of Elder Law Attorneys, January 19, 2023
- Quoted in nj.com, "How much is the executor commission on this $3.24M estate?" January 17, 2023
- Quoted in nj.com, "I'm the executor of my mom's estate. Am I doing it right?" January 2, 2023
- Quoted in nj.com, "Mom and daughter have a joint account. What happens to the money?" December 20, 2022
- Presenter and Panelist, NJICLE Annual Elder and Disability Law Symposium, December 8, 2022
- Author, "Special Needs Settlement Planning: Working With Personal Injury Attorneys," New Jersey Lawyer: Elder Law issue, December 2022
- Quoted in nj.com, "What would happen if a husband takes property out of a trust?" November 30, 2022
- Quoted in nj.com, "Can Medicaid recover money from this home sale?" November 25, 2022
- Quoted in nj.com, "How can I add my adult children to my deed?" November 14, 2022
- Quoted in nj.com, "I have Medicaid. Will my 401(k) hurt my eligibility?" November 8, 2022
- Quoted in nj.com, "Are taxes owed if all the money goes to a nursing home?" October 26, 2022
- Quoted in nj.com, "Do I have to give this life insurance policy to Medicaid?," September 22, 2022
- Quoted in nj.com, "Mom Died and I'm not allowed in our vacation home. What can I do?," August 23, 2022
- Quoted in nj.com, "I got a trust through Suze Orman. Is it valid in N.J.?," August 4, 2022
- Quoted in nj.com, "Can I have more than one executor for my will?," nj.com, June 29, 2022
- Quoted in nj.com, "How are executor fees set? Is it based on all assets?," June 16, 2022
- Quoted in nj.com, "Can Medicaid recover funds from a lawsuit settlement?," May 31, 2022
- Quoted in nj.com, "How can I track down a missing power of attorney?," May 20, 2022
- Author, "Crowdfunding for Individuals with Special Needs," MassMutual SpecialCare, May 2022
- Quoted in nj.com, "Can Medicaid recover money left to a disabled adult child?," May 16, 2022
- Presenter, "Is the Special Needs Trust Trustee a 'Super Fiduciary' with Additional Obligations and Duties?," 87th Semi-Annual Tax and Estate Plannig Forum," June 8, 2022
- Quoted in nj.com, "Must executor wait before selling a deceased person's home?," April 20, 2022
- Speaker, "Fiduciary Representation," Advanced Elder Law Review program at the Annual Conference of the National Academy of Elder Law Attorneys (NAELA), May 12, 2022
Quoted in nj.com, "Will this life insurance policy be seen as an asset by Medicaid?," March 22, 2022 - Quoted in nj.com, "We're trying to close out an estate. Do we need this form?," March 17, 2022
- Panelist, National Academy of Elder Law Attorneys (NAELA) Past Presidents' 2022 Case Law Update, May 14, 2022
- Panelist, "The Ethics of Suicide," NJICLE, April 20, 2022
- Presenter, "When Fiduciaries Go Wrong, " 2022 National PLAN Alliance Annual Conference, April 7, 2022
- Quoted in nj.com, "Can I give my brother half of my inheritance?," February 22, 2022
- Quoted in nj.com, "What happens to Medicaid if I get married?," February 15, 2022
- Quoted in nj.com, "How should I take distributions from these inherited IRAs?," January 26, 2022
- Presenter, "Understanding Special Needs Trusts," NJICLE, February 28, 2022
- Quoted in nj.com, "I'm executor and the heirs won't sign off on a will. What now?," September 20, 2021
- Quoted in nj.com, "Will Medicaid take life insurance proceeds after I die?," September 13, 2021
- Quoted in nj.com, "How can I protect IRAs from nursing home bills?," September 12, 2021
- Quoted in nj.com, "How Can I Ensure My Property Is Split Up Correctly When I Die?," September 7, 2021
- Co-author, "Planning for Your Special Needs Child's Future," New Jersey Jewish News and Jewish Standard, August 27, 2021
- Quoted in Consumer Reports, "Prevent a Health Crisis from Becoming a Financial Catastrophe," August 25, 2021
- Quoted in nj.com, "What happens to my daughter's Medicaid if I leave her my home?," July 30, 2021
- Quoted in nj.com, "What happens if I don't change a deed after a parent dies?," July 26, 2021
- Quoted in nj.com, "My dad won't sign off on our inheritance. What can we do?," July 23, 2021
- Quoted in nj.com, "How can this retired police officer qualify for Medicaid?," July 19, 2021
- Quoted in nj.com, "Medicaid says I have to sell my house. Will this plan work?," July 2, 2021
- Quoted in nj.com, "I don't want my sons to get my estate. What are my options?," June 29, 2021
- Quoted in nj.com, "Should I terminate this trust and do I need a will?," June 16, 2021
- Quoted in nj.com, "Will I owe taxes on this inheritance from N.Y.?" June 3, 2021
- Quoted in nj.com, "When will Medicaid recover funds from this estate?" May 26, 2021
- Quoted in nj.com, "I'm leaving my estate to my caregiver. Can my family fight it?," May 7, 2021
- Quoted in nj.com, "Who gets this house after spouse dies with no will?," May 5, 2021
- Presenter, "A View of the Process for Incapacity and Guardianship Cases During the Pandemic" virtual Spring Conference of the National College of Probate Judges, May 12, 2021
- Quoted in nj.com, "Can Medicaid take money from a death settlement?," April 23, 2021
- Quoted in nj.com, "What are the pros and cons of transferring a home's title?," April 20, 2021
- Panelist, "Guardians, Guardians Ad Litem, Law Guardians and Parenting Coordinators: What You Need to Know," co-sponsored by the Family Law Section at the New Jersey State Bar Association's Virtual Annual Meeting, May 20, 2021
- Quoted in nj.com, "Will a disability claim change affect other benefits?," March 28, 2021
- Quoted in nj.com, "What tax forms do I have to file for my sister who died," March 26, 2021
- Quoted in nj.com, "Mom died and my stepdad won't give mer her stuff. What can I do?," March 12, 2021
- Co-presenter, "Planning for Long Term Care," FDU Alumni & Friends Webinar Series, April 27, 2021
- Co-presenter, "Lessons Learned from the Pandemic," The Fundamentals of Special Needs Trust Administration Webinar, April 30, 2021
- Quoted in nj.com, "My mom added us to her deed and then died. Do we owe taxes?," February 19, 2021
- Presenter, "Identifying and Responding to Undue Influence Over Beneficiaries of SNTs," Virtual National PLAN Alliance Annual (NPA) Conference 2021, April 21, 2021
- Presenter, Case Law Update, virtual NAELA 2021 Annual Conference, March 26, 2021
- Quoted in nj.com, "Will a living trust save time and money when settling an estate?," February 8, 2021
- Presenter, “What’s a Lawyer To Do When A Client or Interested Party Has Diminished Capacity?” NJICLE’s Understanding Special Needs Trusts Webinar, February 16, 2021.
- Quoted in nj.com, "Can married couples financially separate themselves from each other?," January 15, 2021
- Quoted in nj.com, "Will a living trust help with probate and inheritance taxes?," January 11, 2021
- Panelist, "How to Reduce Fiduciary Litigation Risks," 17th Annual Changes and Trends Affecting Special Needs Trusts A Guide for Attorneys, Financial Advisors and Trust Officers Webcast, February 19, 2021, presented by The University of Texas School of Law and the Wealth Management and Trust Division of the Texas Bankers Association
- Quoted in nj.com, "How much tax will we owe on this inherited home's sale?," January 1, 2021
- Quoted in nj.com, "What can we buy for mom so she stays eligible for Medicaid?," December 24, 2020
- Quoted in nj.com, "How can we save my mom's money from Medicaid?," December 3, 2020
- Quoted in nj.com, "Will this inherited house be subject to the inheritance tax?," December 1, 2020
- Quoted in nj.com, "Should we keep this Medicare Advantage plan in force?," November 24, 2020
- Quoted in nj.com, "I'm being denied an inheritance. Can they do that?," November 18, 2020
- Speaker, "Ethics for Elder and Special Needs Law Attorneys," NJICLE, December 9, 2020
- Speaker, "The Contested Case," NJICLE's 22nd Annual Elder & Disability Law Symposium, December 1, 2020
- Quoted in nj.com, "I don't want my kids to be my executor. What should I do?," October 27, 2020
- Author, "IRS Issues Final Regulations Regarding Hierarchy Over Creation and Signatories of ABLE Accounts," October 27, 2020
- Co-presenter, "Non-Grantor Trusts in Elder Law Planning," December 10, 2020, Strafford Webinars
- Presenter, "Estate Planning for your Family," Fairleigh Dickinson University's Alumni & Friends Webinar Series, November 17, 2020
- Quoted in nj.com, "My mom's executor hasn't given out our inheritances. What now?," October 23, 2020
- Co-author, "Guardianships During COVID-19: Perspectives from NAELA Practitioners," NAELA News Journal, October 14, 2020
- Quoted in nj.com, "I Inherited an IRA. What's the Best Way to Take Out Money?," October 6, 2020
- Quoted in nj.com, "Do You Have to Pay Fees to Medicaid After You Die?," September 16, 2020
- Speaker, "The SNT Trustee as a 'Super' Fiduciary," Stetson University College of Law's 2020 National Conference on Special Needs Planning and Special Needs Trusts, Virtual Conference, October 15, 2020
- Speaker, "Terminating Special Needs Trusts 2020," Stetson University College of Law's 2020 National Conference on Special Needs Planning and Special Needs Trusts, Virtual Conference, October 5, 2020
- Speaker, "Undue Influence - Identifying and Remedying Potential Abuse - Special Considerations Regarding Seniors in Dysfunctional Families," NJICLE's 26th Annual Sophisticated Elder Law Conference webcast, September 17, 2020
- Speaker, "Ethics for Elder Law Attorneys," NJICLE's 22nd Annual Elder & Disability Law Retreat webcast, July 30, 2020
- Speaker, "Protecting Clients and Their Loved Ones Against Undue Influence -- Identifying and Remedying Potential Abuse: Special Considerations Regarding Seniors in Dysfunctional Families," NJICLE's virtual 26th Annual Sophisticated Elder Law Conference, August 20, 2020
- Panelist, “Ethics for Elder Law Attorneys," NJICLE’s Virtual 22nd Annual Elder & Disability Law Retreat, July 30, 2020Co-moderator, "COVID-19 and Managing Guardianship Cases," National Academy of Elder Law Attorneys (NAELA), June 30, 2020
- Quoted in Real Simple, "How to Talk to Your Aging Parents About Their Money," June 4, 2020
- Presenter, "How to Repair Broken and Outdated Irrevocable Trusts," 16th Annual NAELA CAP Seattle, WA
- Presenter, 2020 Case Law Update program, NAELA 2020 Conference, Seattle, WA
- Presenter, "Reading First - and Third - Party Trusts and Spotting Deficiencies," 2020 National PLAN Alliance Annual Conference, April 30, 2020
- Presenter, "Ethics for Elder Law Attorneys," NJICLE 22nd Annual Elder & Law Retreat, Lambertville Station Restaurant and Inn, April 23, 2020
- Presenter, "Patient and Client Safety in a COVID 19 World: Legal and Practical Demands on Elder Care Facilities and Lawyers," American Bar Association, April 8, 2020
- Panelist, "Attorney Fee Awards," January 27, 2020
- Presenter, "Trial Techniques for the Elder Law Practitioner," NAELA Summit, November 14, 2019
- Presenter, "Que Hiciste?! Emergent Relief in State and Federal Court," NJSBA Mid-Year meeting, November 8, 2019
- Presenter, "Fiduciary Representation," NAELA Elder Law review, November 13, 2019
- Presenter, "Unique Challenges Faced by Trust Officers/Corporate Fiduciaries," 2019 National Conference on Special Needs Planning and Special Needs Trusts, October 19, 2019
- Presenter, "Malpractice and Breach of Fiduciary Duty: What Can Go Wrong?," 2019 National Conference on Special Needs Planning and Special Needs Trusts, October 18, 2019
- Author, "Directed Trusts: A Primer of the Bifurcation of Trust Powers, Duties, and Liabilities in Special Needs Planning," August 5, 2019
- Author, "Designating a Special Needs Trust as a Beneficiary of a Tradicitonal IRA," July 11, 2019
- Presenter, "Special Needs Trusts," NJICLE's Planning & Litigation on Behalf of Elderly and Special Needs Clients, March 24, 2019
- Facilitator, "Complicated Guardianship Issues You LIkely Have Never Encountered," NJ-NAELA Chapter's 2020 Unprogram, Lambertville Station Restaurant and Inn
- Quoted in Consumer Reports, 3 Critical Ways to Prevent Elder Financial Abuse, February 22, 2019
- Moderator, Guardianship Panel, NJCLE's Autism Across the Life Span: From Diagnosis to Adult Services, June 19, 2019
- Presenter, "Documenting Long-Term Care, Incapacity & End-of-Life Decisions," NBI's Estate Planning from A to Z, June 10, 2019
- Presenter, "Special Needs Trusts," May 22, 2019
- Panelist, "NAELA Past President's Case Law Update," NAELA Annual Conference, May 9, 2019
- Panelist, "Structuring Special Needs for the Elderly and Disabled to Protect Public Benefits," Strafford webinar, April 18, 2019
- Presenter, "Special Needs Trust and ABLE Accounts," NJICLE's 2018 Elder Law College, December 18, 2018
- Moderator, CLE Discussion on Legal Ethics in Elder and Disability Law, December 12, 2018
- Speaker, The Medical SIide of Elder Law, NJICLE, November 9, 2018
- Quoted, "The Dreaded New Jersey Inheritance Tax: How it Works, Who Pays and How to Avoid It," November 4, 2018
- Speaker, NJICLE's 20th Annual Elder and Disability Law Symposium, October 22, 2018
- Presenter, ""Handling Questionable Distribution Requests and Directed Trusts in the Context of SNTs," Stetson University 2018 National Conference on SPecial Needs Planning and Special Needs Trusts, October 17-19,2018
- Speaker and Moderator, "Planning for the Future Now: Advanced Issues in Elder and Special Needs Law," August 10, 2018
- Quoted, "Single Without Kids? Who Should Be Your Heir?," July 20, 2018
- Quoted, "Who Would Get this Life Insurance Payout?," June 22, 2018
- Quoted, " What Happens if Executor Doesn't Pay Off Dead person's Debt?," June 5, 2018
- Presenter, "Tech Policies for Employees," NAELA Annual Conference, May 18, 2018
- Presenter, "Budgeting for Disasters," Stetson University Collge of Law's Fundamentals of Special Needs Trust Administration webinar, April 27, 2018
- Quoted, "Do I have to Leave any Money to my Spouse? Or can I give it all away?," April 25, 2018
- Presentation, "Drafting Considerations and Pitfalls to Avoid," Strafford Continuing Education's webinar, April 24, 2018
- Quoted, "Who should be executor of your will?," April 16, 2018
- Presenter, "Essentials of Later-Life Legal Planning," ABA webinar, March 29, 2018
- Presenter, "Persuasive Testimony," Aging in America Conference, March 26, 2018
- Presenter, "Qualifying Older Family Members for Medicaid Benefits by Funding Trusts for Family Members with Disabilities," MassMutual SpecialCare Symposium, March 22, 2018
- Presenter, "Special Needs Planning with ABLE Accounts, 529 Plans and Special Needs Trusts," massMutual SpecialCare Symposium, March 22, 2018
- Presenter, "Ethical Issues Related to Claims of Undue Influence and Capacity," NJICLE Ethics in Elder Law & Trusts and Estates webinar, February 27, 2018
- Author, ABLE Act Changes in 2018
- Quoted in Consumer Reports magazine, Putting the Assisted Living Facility Contract
- Presentation, "Special Needs Trusts," NJICLE's Elder Law College, December 14, 2017
- Presenter, "Fiduciary Pitfalls of Managing SNT's that own Real Estate," NAELA webinar, December 5, 2017
- Presenter, "Is the Health Care Document Enough?," 2017 NAELA Summit, November 17, 2017
- Presenter, "Elder Law in an Era of Change: expanding your Practice," 2017 NAELA Summit, November 15, 2017
- Presenter, "Special Needs Trust Administration and it's Impact on Eligibility for Government Benefits Planning," NJICLE 2017 Elder and Disability Law Symposium, November 9, 2017
- Presenter, "Mandatory Arbitration Provisions in Nursing Home Contracts After Kindred v. Clark," NJSBA Elder and Disability Law Section Roundtable, October 23, 2017
- Presenter, What Every Pooled Special Needs Trust Trustee Needs to Know about HIPAA," "Implementing the Uniform Trust Code for Pooled Special Needs trusts," Stetson University School of Law 2017 National Conference on Special Needs Planning and Special Needs Trusts' Pooled Trusts Pre-Conference, October 18, 2017
- Presenter, "Guardianship and Special Needs Trusts," NJICLE Elder Law Basics, June 13, 2017
- Presenter, "ABLE Act," MassMutual Special Care Symposium, June 7, 2017
- Presenter, "ABD Medicaid," NJ Association of Welfare Attorneys, June 1, 2017
- Presenter, "Help Your Clients Provide, Protect, and Support their Family Members with Disabilities," NJSBA 2017 Annual meeting and convention, May 17, 2017
- Presenter, Case Law Update program, National Academy of Elder Law Attorneys' Annual Conference, April 27, 2017
- Presenter, "Fiduciary Representation," NAELA Advanced Elder Law Review program, April 26, 2017
- Presenter, "Special Needs trusts and ABLE Act," NBI audio webinar, March 15, 2017
- Presenter, "Legal Considerations Including SSI, Guardianship and Special Needs Trusts," March 2, 2017
- Moderator, "Dementia and it's Impact of Clients, Attorney, and Judges", NJICLE, February 23, 2017
- Presenter, "Planning for Mental Incapacity," NJICLE, February 23, 2017
- Under a Microscope, October 2017
- Presenter, "Special Needs Trusts," NJICLE 2016 Elder Law College, December 14, 2016
- Presenter, National Business Institute's Protecting Assets while Qualifying for Medicaid, December 12, 2016
- Presenter, "Legal Considerations including SSI, Guardianship and Special Needs Trusts," December 1, 2016
- Presenter, "Modifying and Reforming Special Needs Trusts," NJICLE Advanced Special Needs Trust seminar, December 1, 2016
- Presenter, "Uniform Trust Code and Special Needs Trust," Trust, Estate and Elder Law Committee meeting of the Morris County Bar Association, October 27, 2016
- Presenter, Guardianship and Special Needs Trusts," NJICLE Elder Law Basics program, September 26, 2016
- Presenter, "The Impact of New Jersey's New Uniform Trust Code on Special Needs Trusts," NJICLE webinar, August 16, 2016
- Presenter, "Protecting the Grantor's Eligibility for Medicaid and SSI Benefits by Funding a Trust for Another Disabled Person," MetLife Symposium, July 27, 2016
- Presenter, "Guardianships and Special Needs Trusts," NJICLE Elder Law Basics, June 1, 2016
- Quoted in the AARP Bulletin, The Second-Marriage Dilemma/New Spouse Inheritance, May 2016
- Presenter, "2016 Fundamentals of Special Needs Trust Administration," Stetson University College of Law webinar, April 29, 2016
- Presenter, Case Law Update, NAELA Annual Conference, April 9, 2016
- Presenter, "Mediation of Civil, Probate and General Equity Matters," Estate Planning Council of Bergen County, Inc., February 25, 2016
- Presenter, "Special Needs Trust," Our House of Hope Autism Solutions Program, February 23, 2016
- Presenter, "Special Needs Trusts," NJICLE Elder Law College, December 14, 2015
- Presenter, "Preparing to Present the Special Needs Trust to the Court for Approval," "Marketing your Special Needs Planning Skills to Others: Expanding your Practice Focus," 2015 Annual Special Needs Trust Conference, October 15-16, 2015
- Presenter, "Probate Mediation," Justice Marie L. Garibaldi Inns of Court for Alternative Dispute Resolution, October 8, 2015
- Presenter, "National Landscape of Elder and Special Needs Law," 18th Annual Elder and Disability Law Symposium, September 29, 2015
- Presenter, "Planning for Families with Special Needs Children," Professionals Day Conference, September 17, 2015
- Presenter, "Legislation in Review: ABLE Act and the Disabled Military Child Protection Act," MetLife 2015 Financial Planning and Special Needs Planning Symposium, July 28, 2015
- Presenter, "Mechanics of Special Needs Trusts," MetLife Center for Special Needs Planning, February 18-19, 2015
- Presenter, "Clearing the Air: Using ADR Techniques to Resolve Family Disagreements without Court/Formal Mediation," NAELA Summit, January 30, 2015
- Co-author, The Fiduciary Pitfalls of Managing Special Needs Trusts That Own Real Estate
- Frequent lecturer on elder law, special needs law, guardianship, and trusts & estates planning and litigation for NJICLE and other professional and charitable organizations
- Frequently quoted in national publications including the Wall Street Journal, Money Magazine, Barron's, Market Watch, Kiplinger's Personal Finance Maganzine and the AARP Bulletin
- Has served as a contributing author to New Jersey Elder Law Practice, 3rd ed., (NJICLE), West Group’s New Jersey Practice Elder Law Guardianship & Conservatorship, Vol. 45, Trusts for Senior Citizens (ALI-ABA), Elder Law Trusts and Estates: Leading Lawyers on Strategies for Working with Clients and their Families in Estate Planning (Aspatore), and Creating a Trust: What You Need to Know Now (Quick Prep) (Aspatore)
- Co-author, NJ Enacts Law to Prevent 'Granny Snatching', New Jersey Law Journal, December 10, 2012
- Co-Author, “The Revival of Income-Only Trust in Medicaid Planning,” Estate Planning magazine, Vol. 36
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- Co-chair, By-Laws and Resolution Committee, New Jersey State Bar Association
- Member, Finance and Operations Committee, New Jersey State Bar Association
- Appointed by New Jersey Supreme Court Chief Justice Stuart Rabner to represent the New Jersey State Bar Association on the Judiciary Working Group on Elder Justice
- Former Trustee, New Jersey State Bar Association
- Vice-Chair of the Surrogate Decision Making Committee of the American Bar Association's Section of Real Property, Trust and Estate Law (2012-2013)
- Adjunct Professor, J.D. and LL.M. in Elder Law programs, Stetson University College of Law (2012-2014)
- Member, NAELA Council of Advanced Practitioners (CAP)
- President of the Board of Directors, NAELA (2015-2016)
- President-Elect, NAELA (2014-2015)
- Vice President, NAELA (2013-2014)
- Treasurer, NAELA (2012-2013)
- Former Member, NAELA’s Guardianship/Capacity Section Steering Committee
- Former Chairperson, NAELA’s Advocacy/Litigation and Membership Committee
- Member, Special Needs Alliance
- Member, American Bar Association, Litigation Section and Real Property, Probate & Trusts Section
- Member, New Jersey State Bar Foundation, Program Development Committee
- Member, Morris County Bar Association, Estate and Trust Committee
- Former Trustee, Guardian Association of N.J., Inc.
- Member, NJSBA, Continuing Legal Education Advisory Committee
- Former Chairperson, NJSBA—Elder and Disability Law Section
- Former Trustee, NJICLE
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- Successfully represents corporate and individual fiduciaries in litigation
- Represents financial institutions serving as executors, trustees, guardians, and individuals
- Represents litigants in interstate contested and uncontested guardianship matters
- Represents seniors and their families in planning for incapacity
- Represents and provides advocacy for individuals with special needs and their families
- Assists personal injury attorneys in structuring settlements and awards for their clients who have special needs and establishing special needs trusts
*Results may vary depending on your particular facts and legal circumstances.
